Workflow by Category

Workflow by Category displays all workflows categorized based on their specific purpose or function. This categorized view enables users to easily locate and select the appropriate workflows for automating their desired tasks or achieving specific outcomes.

View Workflow by Category

To view Workflow by Category page, perform the following steps:

1. Navigate to Admin > Advanced > Automation > Orchestration.
                                             OR
Navigate to Orchestration > User > Orchestration.

2. From the left MENU, select Workflow Configurations > Workflow by Category.

Figure: Workflow by Category

The top section of the page displays different filter options as tile view along with a custom filter section. 

Figure: Workflow filters

Filter Options

Filter any records by using the following options:

• Module
  
  Figure: Module Filter options
   
  
• Work order source
  
  Figure: Work Order Source filter

• Tenant
   
  Figure: Tenant filter options
• Trigger event

Figure: Trigger event filter options

• Filter by category & custom filter

Click on the filter button to access category filter. All the categories created by the user will be listed under the categories. These filters can be used in tandem with other filters.
Custom filters: The workflow category filter allows the user to save the filter selection as a custom filter that can be loaded for repeated use.

Figure: category & custom filter

• Additional filter features to organize the number of workflows configured.

Figure: Filter features.

Once filtered, the results can be shown in tile or list view under the Category section of the page. You can toggle between the Tile View and the List View in the top right corner of the Category section

Figure: List view

Figure: Tile view

Figure: Workflow record tile

Here, Generic is the category with 9 workflows, executed 111 times being successful 40 times and failing 71 times.

Click on the desired category to access the workflow list page.

Figure: Workflow Execution record details

Search Control

Using Search control, you can filter data across all columns. This acts as a one input search control for the list page.

Figure: Search Control

Configure a new Workflow

To configure a new workflow, perform the following steps:

1. Click "+" icon at the top right corner to configure a new workflow.

Figure: Workflow By Category page: New Workflow

Additionally, there is a separate configuration page to configure a new workflow. Refer to New Workflow for more information.